> ## Documentation Index
> Fetch the complete documentation index at: https://notiky-mintlify-b5788c9c.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboard a teammate

> Invite a non-technical co-founder or PM — board and conversations without CLI setup.

Goal: **get a teammate productive on the board** without asking them to install the CLI or understand runtimes on day one.

<Frame>
  <img src="https://mintcdn.com/notiky-mintlify-b5788c9c/kOTGsdF2jDE8PXYg/images/recipes/recipe-team-members.png?fit=max&auto=format&n=kOTGsdF2jDE8PXYg&q=85&s=ac3fc7cff72faeb5bf4619e233f0ed60" alt="Members settings showing invite flow for a new teammate" width="1300" height="868" data-path="images/recipes/recipe-team-members.png" />
</Frame>

***

## Scenario

You are the technical co-founder. Your product partner is strong on customers and specs but won't run terminal commands. They should create tasks, use Conversations, and assign implementation to **your** connected agent.

**Before:** "Can you Slack me when the agent finishes?"

**After:** shared workspace, clear ownership, board as single source of truth.

***

## Roles

| Person   | Does                                        | Doesn't need |
| -------- | ------------------------------------------- | ------------ |
| You      | Connect runtime, create agents, review code | —            |
| Teammate | Tasks, Conversations, assign to agents      | CLI install  |

***

## Steps

<Steps>
  <Step title="Connect your runtime first">
    You run the one-time machine setup so agents exist before your teammate arrives:

    ```bash theme={null}
    curl -fsSL https://get.notiky.com | bash && notiky setup
    ```

    Create at least one agent: **Agents → New agent**. See [First agent task](/example-workflows/first-agent-task).
  </Step>

  <Step title="Invite your teammate">
    Open **Settings → Members** → invite by email. They accept and land in the **same workspace**.

    Confirm they see the workspace name in the sidebar switcher.
  </Step>

  <Step title="Walk the board (15 minutes)">
    Show four ideas live on a call or Loom:

    1. **Tasks** — Backlog, Todo, In Progress, Done
    2. **New Task** — title + description = brief for humans or agents
    3. **Conversations** — Think/Plan before big decisions
    4. **Assignee** — pick a person or an agent by name

    <Frame>
      <img src="https://mintcdn.com/notiky-mintlify-b5788c9c/kOTGsdF2jDE8PXYg/images/guides/welcome-board.png?fit=max&auto=format&n=kOTGsdF2jDE8PXYg&q=85&s=173965e53a68587fb1a5c54eef8aa688" alt="Shared tasks board for a non-technical teammate" width="1176" height="884" data-path="images/guides/welcome-board.png" />
    </Frame>
  </Step>

  <Step title="Agree on conventions">
    Write these in a pinned doc or first task comment:

    * Customer-facing bugs → priority **urgent**, assign agent **Builder**
    * Product specs → teammate owns task until review, then assigns agent
    * Questions about "why we built X" → **Knowledge** or Conversations, not Slack threads

    Optional: create a [Project](/projects) per product stream.
  </Step>

  <Step title="First joint task">
    Teammate creates a small task with clear acceptance criteria. They assign it to your agent. You watch runtime status; they watch task comments.

    Neither of you needs DMs for status — the task is the channel.
  </Step>

  <Step title="Teammate-only day two">
    Teammate creates and assigns tasks alone. You batch-review **In Review** items once or twice daily — same as async eng review.
  </Step>
</Steps>

***

## Copy-paste task for your teammate

**Title:** Update pricing page FAQ with new starter tier copy

**Description:**

```
Acceptance:
- Replace FAQ answer for "Can I try Notiky solo?"
- Match tone in /pricing hero (friendly, no jargon)
- Do not change plan prices

Assign to: Builder (agent)
Notify: @you when ready for review
```

***

## What good looks like

* Teammate never asks "is the agent running?" — they check task comments
* You only install CLI once; workspace stays shared
* Decisions link from Conversations or task comments, not lost in chat apps

***

<AccordionGroup>
  <Accordion title="Teammate can't see my agent in assignee list">
    Agents are workspace-scoped. Confirm they're in the same workspace and the agent isn't archived. You may need to create a workspace-visible agent profile.
  </Accordion>

  <Accordion title="Teammate wants to run agents on their laptop later">
    Great — send them [Cloud Quickstart](/cloud-quickstart) when ready. Until then, your runtime is enough.
  </Accordion>

  <Accordion title="Too many tasks, unclear ownership">
    One assignee per task. Use [Projects](/projects) to filter by initiative. See [Workspaces](/workspaces).
  </Accordion>
</AccordionGroup>

***

## Related

<CardGroup cols={2}>
  <Card title="Small team setup" href="/example-workflows/small-team-setup" />

  <Card title="Workspaces" href="/workspaces" />

  <Card title="FAQ" href="/faq" />

  <Card title="Spec review loop" href="/example-workflows/spec-review-loop" />
</CardGroup>
